Sotera Health
179 hedge funds and large institutions have $4.3B invested in Sotera Health in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 19 closing their positions.
474% more call options, than puts
Call options by funds: $7.05M | Put options by funds: $1.23M
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
13% more capital invested
Capital invested by funds: $3.79B → $4.3B (+$511M)
6% more funds holding
Funds holding: 169 → 179 (+10)
0.81% more ownership
Funds ownership: 89.5% → 90.31% (+0.81%)
3% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$23M |
| 2 |
ICM
Irenic Capital Management
New York
|
+$16.1M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$13.2M |
| 4 |
MC
MIG Capital
Newport Beach,
California
|
+$10.3M |
| 5 |
PCP
P2 Capital Partners
New York
|
+$7.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$19.8M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$14.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.33M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.17M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.16M |
SHC Hedge Fund Activity: Q4 2023 in Review
179 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q4 2023, worth a combined $4.3B — up 13% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SHC positions and 19 closed out — a net gain of 12 holders — while 63 added to existing stakes and 65 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $23M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $19.8M.
- 179 institutional investors held Sotera Health (SHC) as of Q4 2023, up from 169 in Q3 2023.
- Funds reported $4.3B of Sotera Health stock for Q4 2023, up 13% quarter-over-quarter.
- 31 funds opened new Sotera Health positions in Q4 2023 and 19 closed out, a net change of +12 holders.
- The largest Sotera Health buyer in Q4 2023 was Janus Henderson Group, an estimated $23M added.
- The largest Sotera Health seller in Q4 2023 was ArrowMark Colorado Holdings, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2023.